At FWM we understand that individuals may not fully understand the complexities of planning for retirement. We are committed to helping clients overcome this issue. We provide comprehensive wealth management and planning strategies tailored to our clSee More...
Mary McCraw, CFP
We offer our comprehensive planning services with "no minimums" for investment assets. We don't just invest client money: we make sure our clients are making good financial decisions. Our fee structure accomodates a $10 million cli ... See More
Cynthia Conger, CFP, CPA/PFS
Comprehensive wealth management that includes financial planning (including annual updates), asset management, and tax preparation.
Edward Mahaffy, CFP, ChFC, MBA
ClientFirst provides financial planning and investment management. We help clients identify and achieve realistic goals. Each portfolio is designed and managed according to each client’s particular needs. All client ... See More
James Ashby, CFP, CPA
We are a fee-only firm offering comprehensive financial planning services with a staff of nine, including four CFP certificants and two CPAs. We specialize in investment management and retirement plans and planning. We constru ... See More
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